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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
$17.3M
2
SCM
Sandler Capital Management
New York
$14.8M
3
FI
FormulaFolio Investments
Michigan
$14M
4
LPL Financial
LPL Financial
California
$87M
5
KAS
Kestra Advisory Services
Texas
$14M

Top Sellers

1
CC
Courier Capital
New York
$17.7M
2
Wells Fargo
Wells Fargo
California
$880M
3
Financial Engines Advisors
Financial Engines Advisors
California
$152M
4
WIA
World Investment Advisors
California
$1.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
326
RFG Advisory
Alabama
$543K -$77.1K -1,013 -12%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$540K -$1.78M -24,595 -77%
SLWS
328
Swaine & Leidel Wealth Services
Florida
$538K -$82.1K -1,138 -13%
CB
329
Community Bank
New York
$533K – – –
PMG
330
Private Management Group
California
$533K – – –
AWA
331
Arkadios Wealth Advisors
Georgia
$531K +$14.3K +198 +3%
SCM
332
SOL Capital Management
Maryland
$530K +$19.2K +265 +4%
PWA
333
Peterson Wealth Advisors
Utah
$529K -$433 -6 -0.1%
MAFM
334
Mid Atlantic Financial Management
Pennsylvania
$527K -$1.58M -21,906 -75%
KTC
335
Kistler-Tiffany Companies
Pennsylvania
$527K -$20.9K -290 -4%
GWA
336
GGM Wealth Advisors
Maryland
$527K +$527K +6,920 New
KCM
337
Kanawha Capital Management
Virginia
$519K – – –
ATC
338
Argent Trust Co
Tennessee
$512K +$105K +1,460 +26%
WP
339
WMS Partners
Maryland
$510K – – –
NSB
340
Norway Savings Bank
Maine
$508K +$226K +3,125 +80%
OAM
341
Oppenheimer Asset Management
New York
$502K +$502K +6,953 New
VVP
342
Venture Visionary Partners
Ohio
$498K +$64.5K +894 +15%
SC
343
Savant Capital
Illinois
$497K -$43.3K -600 -8%
GG
344
Gofen & Glossberg
Illinois
$493K – – –
TAM
345
Tocqueville Asset Management
New York
$491K – – –
CFG
346
Citizens Financial Group
Rhode Island
$491K +$31.1K +430 +7%
AF
347
Alerus Financial
North Dakota
$490K – – –
PP
348
Prosperity Planning
Missouri
$490K +$490K +6,791 New
RWM
349
Ritholtz Wealth Management
New York
$485K -$28.9K -400 -6%
WSTAM
350
Wilbanks Smith & Thomas Asset Management
Virginia
$484K -$31.5K -436 -6%
12 13
14
15 16